TAG Events
At The Advisory Group (TAG), we believe in empowering you through knowledge and connection. Our events offer more than just financial insights – they’re opportunities to learn, engage and connect.
The TAG Learning Center offers:
- Quarterly workshops: In-depth seminars on key financial topics
- Expert speakers: Insights from financial professionals and community leaders
- Interactive sessions: Engage, ask questions, and clarify complex concepts
Tax Discussion - 5/14 or 5/19
- May 14, 2026 or May 19, 2026
Get a head start on shaping your Financial Strategies for 2026. Learn how to plan proactively for your retirement, legacy, and peace of mind. We will go over how taxes, investments, insurance, and estate planning work together, and review strategies for reliable, inflation-adjusted, sustainable income throughout your retirement.
The Changing World of Retirement Planning Workshop - 6/9 & 6/16
- June 9, 2026 & June 16, 2026
This 2-night course will cover retirement planning strategies that are often overlooked and how they can be implemented.
At St. Ambrose University
(St. Ambrose University: 518 W Locust St, Davenport, IA 52803)
The Changing World of Retirement Planning Workshop - 6/11 & 6/18
- June 11, 2026 & June 18, 2026
This 2-night course will cover retirement planning strategies that are often overlooked and how they can be implemented.
Please fill out this form to learn more about and register for our upcoming events.
